Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$30,000
+$9,173 QoQ
Shares Held
290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,900
of 2,051 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Olistico Wealth, LLC holds $598,997 across 2 Healthcare Plans names. CVS ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,369 | $568,997 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
290 | $30,000 |
All Filings in CVS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,000 | 290 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,827 | 290 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $23,014 | 290 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $20,004 | 290 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,647 | 290 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||